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Last November, we laid out a vision for AI-native services: businesses rebuilt from the ground up to combine the margins of software with the resilience and depth of services markets. Since then, we have taken dozens of first meetings, explored more than 15 verticals, backed our first deals, and sharpened our thesis along the way.

At OpenOcean, we’ve long believed in automation software’s potential. It’s been a core theme in our investment focus for years, giving us early and continued exposure to exciting developments in the field.

Back in 2007, we held a short presentation while working at MySQL about a type of person we called a "Super Gold-Collar Worker." These were highly skilled individuals in growth companies who had become essential to business operations.